Willamette Valley Vineyards, Inc. Common Stock — Institutional Ownership
Which tracked institutions hold WVVI, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
7
Funds holding
$43944
Total value held
Buying
3 added/new · 1 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | State Street Corp | $26857 | 10700 | — | Held |
| 2 | Wells Fargo & Company/Mn | $5522 | 2200 | -5000 | -69.44% |
| 3 | Morgan Stanley | $4845 | 1930 | +5 | +0.26% |
| 4 | Ubs Group Ag | $4691 | 1869 | +1869 | NEW BUY |
| 5 | Us Bancorp \De\ | $1004 | 400 | — | Held |
| 6 | Royal Bank Of Canada | $1000 | 301 | — | Held |
| 7 | Barclays Plc | $25 | 10 | +10 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.